Relationship Manager (hong Kong)

Julius Baer

Hong Kong, Hong Kong
Proactive client management
High net worth client servicing
Risk management and compliance
The Relationship Manager acts as the primary point of contact for High Net Worth clients, delivering comprehensive wealth management solutions

Job Summary

  • The Relationship Manager acts as the primary point of contact for High Net Worth clients, delivering comprehensive wealth management solutions.
  • This role involves the proactive acquisition of new client relationships and the management of an existing portfolio.
  • The RM ensures adherence to compliance standards and fosters a culture of ethical behavior and sound risk management.

Matching Summary

The Relationship Manager acts as the primary point of contact for High Net Worth clients, delivering comprehensive wealth management solutions.

Skills & Requirements

Must-have

  • Proactive client management
  • High Net Worth client servicing
  • Risk management and compliance

Nice-to-have

  • Strong interpersonal skills
  • Team player
  • Passionate about client service

Key Requirements

  • Proven track record in client servicing
  • Relevant regulatory licenses from HKMA/SFC
  • Certified Private Wealth Professional (CPWP) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter